SWM

SeaCrest Wealth Management Portfolio holdings

AUM $988M
1-Year Est. Return 33.06%
This Quarter Est. Return
1 Year Est. Return
+33.06%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$547M
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
2,289
New
Increased
Reduced
Closed

Top Buys

1
+$20.8M
2
+$10.3M
3
+$9.84M
4
CVX icon
Chevron
CVX
+$7.83M
5
SCHF icon
Schwab International Equity ETF
SCHF
+$6.94M

Top Sells

No sells this quarter

Sector Composition

1 Technology 12.22%
2 Financials 11.29%
3 Communication Services 8.83%
4 Industrials 7.37%
5 Healthcare 7.17%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
1451
$15K ﹤0.01%
+507
1452
$15K ﹤0.01%
+305
1453
$15K ﹤0.01%
+306
1454
$15K ﹤0.01%
+150
1455
$15K ﹤0.01%
+528
1456
$15K ﹤0.01%
+150
1457
$15K ﹤0.01%
+282
1458
$15K ﹤0.01%
+119
1459
$15K ﹤0.01%
+1,068
1460
$15K ﹤0.01%
+1,000
1461
$15K ﹤0.01%
+122
1462
$15K ﹤0.01%
+900
1463
$15K ﹤0.01%
+1,600
1464
$14K ﹤0.01%
+1,292
1465
$14K ﹤0.01%
+720
1466
$14K ﹤0.01%
+245
1467
$14K ﹤0.01%
+1,000
1468
$14K ﹤0.01%
+2,500
1469
$14K ﹤0.01%
+292
1470
$14K ﹤0.01%
+333
1471
$14K ﹤0.01%
+500
1472
$14K ﹤0.01%
+472
1473
$14K ﹤0.01%
+1,340
1474
$14K ﹤0.01%
+200
1475
$14K ﹤0.01%
+1,400
57 58
59
60 61